# Creating an Invoice Batch

### Overview

The Invoice Batch functionality allows users to group multiple invoices into a single batch for streamlined processing, tracking, and financial management. The grouping of invoices is controlled through the **Invoice Batch Creation Criteria** app configuration, ensuring that only compatible invoices are consolidated into the same batch.

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### App Configuration Requirement

Before creating an Invoice Batch, ensure that the following configuration is set:

1. **Invoice Batch Creation Criteria**

**Location:** Menu → App Config → **General** → **Invoice Batch Creation Criteria**

**Functionality:**

* This configuration determines how invoices are grouped into batches.
* Multiple options can be selected, and the system will group Invoices into the same batch only when all selected criteria match.

**Available Options:**

* Tracking Number
* BOL Number
* Currency
* Customer

By default, all parameters are selected in the app configuration.

<figure><img src="/files/TPKZInzwKtlidcuER6D9" alt=""><figcaption></figcaption></figure>

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### Workflow

### Workflow

**Step 1:** Navigate to **Menu → App Config → General → Invoice Batch Creation Criteria** and select the parameters (e.g., Tracking Number, BOL Number, Currency, Customer) that should be used to group invoices.

**Step 2:** Go to the **Invoice Centre**, which displays all existing invoices, and select the invoices that you want to include in the batch.

<figure><img src="/files/hGLstISIIWkUb95DknPp" alt=""><figcaption></figcaption></figure>

**Step 3:** Click on the **Options** dropdown menu and select the **Generate Invoice Batch** option.

<figure><img src="/files/OMrx0kgDHp9USW5to7iW" alt=""><figcaption></figcaption></figure>

**Step 4:** A dialog box will appear displaying the **Consolidation Identifier** dropdown with the following options:

* Nothing Selected
* Tracking Number
* BOL Number

Select the appropriate option and click **Generate**.

<figure><img src="/files/EArmJg6bChSlcDd5S0dN" alt=""><figcaption></figcaption></figure>

**Step 5:** The system evaluates the selected invoices based on the configured **Invoice Batch Creation Criteria** and the selected **Consolidation Identifier**.

* If the criteria match, a single batch is created and becomes visible in the **Invoice & Packing Slip Batch Centre**.
* If the criteria do not match, separate batches are created based on grouping conditions.

<figure><img src="/files/sU1wiQYJOq0JF7z3SQcq" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/QPAJI8GyBKx5Gf1Pr2T7" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/awVQodj2xUXjYo5sFa69" alt=""><figcaption></figcaption></figure>

* If no criteria are selected in the app configuration, the system creates a single batch containing all selected invoices.

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### Validation Rules

1. You will be unable to generate a batch for invoices that already exist in a batch.
2. Invoices missing required grouping parameters (e.g., Tracking Number or BOL Number) will not be included in the batch.
3. If a batch contains multiple customers, the **Customer Name, Customer Full Name, and Customer Account#** fields will display comma-separated values.


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